# Etesian Wealth Advisors, Inc.

> Etesian Wealth Advisors, Inc. is an SEC-registered investment advisory firm in West Linn, OR, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 152127
- Filed as: ETESIAN WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Linn, OR
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152127
- AdvisorCensus page: https://advisorcensus.com/firm/etesian-wealth-advisors-inc-west-linn-or-152127

## Quick answers

**How is Etesian Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Etesian Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Etesian Wealth Advisors, Inc. located?**
Etesian Wealth Advisors, Inc.'s principal office is in West Linn, OR, according to its Form ADV.

**Is Etesian Wealth Advisors, Inc. registered with the SEC or a state?**
Etesian Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 152127.

**How much does Etesian Wealth Advisors, Inc. manage?**
Etesian Wealth Advisors, Inc. reports $503,332,148 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Etesian Wealth Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Etesian Wealth Advisors, Inc.: Regulatory assets under management: $267,209,008 in the October 2021 data and $503,332,148 in the October 2026 data, up 88%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Etesian Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (396); high net worth individuals (19); corporations or other businesses not listed above (14).

**Which custodians does Etesian Wealth Advisors, Inc. use?**
Etesian Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Etesian Wealth Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152127

**Does Etesian Wealth Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "Etesian does not impose a minimum account size or minimum fee."

**What changed in Etesian Wealth Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $426,823,705 to $503,332,148 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: None

> Etesian does not impose a minimum account size or minimum fee.

- Minimum annual fee: None

> Etesian does not impose a minimum account size or minimum fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $503,332,148
- Discretionary: $503,332,148
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 396 | $299,442,673 |
| High net worth individuals | 19 | $158,758,675 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,959,551 |
| Charitable organizations | Fewer than 5 | $32,938,113 |
| Corporations or other businesses not listed above | 14 | $4,233,136 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2009 (16 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- etesianwa.com
- Facebook @EtesianWA
- LinkedIn @1718569
- LinkedIn @etesian-wealth-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $267,209,008 | 6 | February 23, 2021 |
| October 2022 | $292,688,000 | 7 | February 10, 2022 |
| October 2023 | $258,408,400 | 6 | January 25, 2023 |
| October 2024 | $284,742,953 | 6 | March 12, 2024 |
| October 2025 | $426,823,705 | 8 | June 11, 2025 |
| October 2026 | $503,332,148 | 8 | March 17, 2026 |

Regulatory assets under management: $267,209,008 in the October 2021 data and $503,332,148 in the October 2026 data, up 88%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $426,823,705 to $503,332,148 (+18%).

### December 2025
- Registered or notice-filed in ID.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Etesian Wealth Advisors, Inc. (CRD 152127): Form ADV filing data as of October 2026.